Jeremy Levinson

Vice President, Corporate Development at Atria Wealth Solutions - New York, New York, US

Jeremy Levinson's Colleagues at Atria Wealth Solutions
Travis Grimm

Head of Program Management

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Brian Bichler

Head of Platform Experience - Managing Director

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Kara Wiese

Head of Corporate Communications

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Daniel Khalaf

Executive Director - Head of Digital Solutons

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Bob Holcomb

Chief Marketing Officer

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John Reinhardt

Chief Technology Officer

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Sean Meighan

Managing Director, Advisory Services

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Jeremy Levinson's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(619) 739-4265
Location
Company
Atria Wealth Solutions
Jeremy Levinson's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, New York, US • 214 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Wealth Management Solutions Financial Professionals Financial Institution Financial Advice Investment Services Securities Financial Planning Asset Management Retirement Planning
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Frequently Asked Questions about Jeremy Levinson
Jeremy Levinson currently works for Atria Wealth Solutions.
Jeremy Levinson's role at Atria Wealth Solutions is Vice President, Corporate Development.
Jeremy Levinson's email address is ***@atriawealth.com. To view Jeremy Levinson's full email address, please signup to ConnectPlex.
Jeremy Levinson works in the Financial Services industry.
Jeremy Levinson's colleagues at Atria Wealth Solutions are Travis Grimm, Brian Bichler, Kara Wiese, Daniel Khalaf, Bob Holcomb, John Reinhardt, Sean Meighan and others.
Jeremy Levinson's phone number is (619) 739-4265
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